Broadridge Client Information Management vs. RightCapital

This is well suited in the investment services area especially for multiple users and those working on a remote basis. A full integration of activity such as transactions, daily activity, client reporting, account updates, account processing are available. Majority of systems are real time for all end users as well as clients who choose to do so. Better feed back and notification on updates would be helpful.

Incentivized

I think it is well suited for planners that are just starting out and have an appreciation for cash flow analysis for their clients. I think it is more bang for your buck in that regard. The cash flow analysis can be a helpful addition when discussing client finances because it's easy to say that goals will be reached, but it's better to describe, year by year, how a client's cash flow will look.

Incentivized

• Interfaces with client view on mobile devices
• Strong library of compliance approved marketing materials
• Several methods of sorting, reporting, and documenting are available to the user.

Incentivized

• User friendly
• Easy client access
• Capability to embed code into our website
• Customizable colors for the reports
• Weekly meetups to educate us more on how the platform is used

Incentivized

• Better customization of labelling would be helpful on reports
• Alert notification of chosen activities could be implemented
• A favorites of certain functions would be helpful to streamline navigation

Incentivized

• Customize the colors on the main platform
• Continue to build tutorial videos as the platform expands
• Allow us to manually input budget data for budget tracking purposes

Incentivized

Artisan was evaluated but seen as a more costly system with too much customization needed. Broadridge Client Information Management is ready to use and the build out is less of a necessity. Artisan is available to those who would like more of a work in progress. We did also review XTIVA but it was cumbersome when bringing in outside, direct data.

Incentivized

Again, as I mentioned before, RightCapital seems to be much more user-friendly for people starting out because of how intuitive the platform is. In addition, it beats on cost and flexibility, in my opinion. I think the cost per advisor with eMoney can be around $3600, and RightCapital is half that. Now there may be services that I will need as I grow that will compel me to switch, but I am not there yet and am unwilling to lose the features that RightCapital provides.

Incentivized

• Positive in that many marketing services are available that I had once paid to receive.
• Positive in the data collection service for performance reporting as a time saver
• Positive in retrieval of statements, tax reports on an annual and archive basis.

Incentivized

• It has been a huge closing tool for new clients when we can present current and proposed strategies. The illustration is compelling.
• We use the reports feature to help compose financial plans which is a service offering
• The Vault is used as a risk management control for legal and regulatory purposes.

Incentivized